George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
Notes - wikivisually.com is a different site than Wikipedia. They look very similar but they are not the same. I do not see a way to edit the AFC Energy entry at the wikivisually.com site, although it must be there somewhere. Here is the most recent revision history of that entry:
AFC Energy: Revision history
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Lol, not a taskmaster but close enough. Burning and looting are two clear riot indicators, imo. And yes, let’s sell some units and light this candle! So much potential, such a long wait to see it realized. I am not getting any younger so, the sooner the better.
Fuelcellinvestor - the riots were a short term phenomenon instigated by gangs, opportunists and provocateurs. They have been quelled but the vast majority of people on the streets here are non-violent protestors who are exercising their first amendment rights.
Centre for Nature Inspired Engineering (CNIE): Addressing Challenges in Sustainability and Scalable Manufacturing
Excerpt:
The Centre will be a national hub, an enabler, with a unique "platform" approach to innovation. It will stimulate many areas of critical, national importance, in particular in the focus areas of sustainable manufacturing and resource efficiency. This is underscored by letters of support from over a dozen industries (Maxeler, Shell, Johnson Matthey, AFC Energy, AstraZeneca, GlaxoSmithKline, Harris, Aedas, Sabic, Synfuels China, Antecy/BIOeCON, Air Products/MATGAS, GE, PSRI, ExxonMobil, and Quantachrome). More than half of these are based in the UK, or have very significant commercial, manufacturing and/or R&D activity in the UK. There is a balance of SMEs and multinationals, start-ups and companies with a long history.
Senior technical representatives from these companies will serve on the Centre's Advisory Group, and will be involved in workshops, sandpits and annual "show and tell" events. Companies will share expertise and resources. There will be joint UCL "Impact" studentships (co-funded by industry and UCL), as well as internships and secondments. This boosts the success and practical relevance of the projects, and opens roads to implementation and commercialisation. This mechanism also trains researchers to be future leaders.
https://gtr.ukri.org/projects?ref=EP%2FK038656%2F1
Another excerpt:
The other leading SOFC developer, Rolls Royce Fuel Cell Systems, also support the proposal, regarding this work as "leading to more cost effective products". The broader impacts to the fuel cell sector are further highlighted by our partner AFC Energy. AFC Energy are a UK developer of alkaline fuel cells, but as AFC make clear "the experimental approaches to be further developed in the proposal, as well as the modelling, simulation and design tools that will result, will also have applicability to alkaline fuel cell electrode design ... we have similar design challenges around optimising coupled gas transport, electron transport, ion transport and electrochemical kinetics in porous composite electrode materials. Hence we are delighted that you have also recognised these broader spillover benefits, giving us the chance to input to the proposal and to work with you and your team to apply the research outputs to materials of our interest." Wider benefits are also highlighted by our partner Praxair, a developer in the strongly related field of Oxygen Transport Membrane (OTM) technology, who comment "Whilst we are in the process of commercializing several OTM technologies there are a number of fundamental materials issues that remain to be addressed, including durability, reliability and mechanical integrity.. It is exciting to see that you will be developing novel techniques, such as 4D tomography, microstructure modelling and novel manufacturing strategies, all of which will be applicable to OTM materials, and will help to establish performance/microstructure relationships for our materials, and furthermore to establish how they degrade over time."
https://gtr.ukri.org/projects?ref=EP%2FM014045%2F1
And another one:
Electrodes by Design - Microstructural Engineering of High Performance Electrodes for Solid Oxide Fuel Cells
Abstract
Funding
details The electrode, and the electrolyte-electrode interface, plays a critical role in the performance of all cells. In Solid Oxide Fuel Cells (SOFCs) the microstructures of the porous composite anode and cathode are particularly critical as they determine the electrochemical, electrical, mechanical and transport properties of the electrode, and of current distribution to/from the electrode/electrolyte interface. Current state of the art SOFC electrodes rely on a largely empirical understanding to establish the electrode microstructure, and its influence on key performance characteristics, including long term durability. But recent work by the proposers has established a new suite of tools and techniques that offer the prospect of moving towards a design led approach to manufacture of improved electrodes, based on our ability to image, model, simulate and fabricate new electrode structures with controlled properties. This proposal seeks to develop and demonstrate this, further improving and validating our analysis and modelling tools, using these design optimum structures, fabricating these using three novel processing techniques established by the proposers, and then measuring device performance to feedback into the design process.
Planned Impact
Our work will have impact on the fuel cell research community in academia and industry, and more widely to those interested in understanding and developing materials where microstructure plays a critical role in determining performance. There will also be wider impact to those interested in functional materials based around porous composite materials (e.g. batteries). The academic research community will benefit from the characterisation and modelling tools and techniques that we will continue to pioneer, extend and validate, the new nanoceramic powders that we will produce, and the new electrode fabrication processes that we will explore and develop. The fuel cell industry will benefit from the fundamental understanding that this work generates, as well as the design tools that we will establish to support the development of improved fuel cell electrodes, and that we will specifically work to translate into industry.
In addition to our engagement with a wide range of stakeholders through the H2FC SUPERGEN Hub, we have key industry partners working alongside us within this proposal. This provides us a clear route to ensure that our work has maximum relevance and impact. As Dr Mark Selby of our partner Ceres Power notes "Engineering microstructural properties of actual electrode structures in terms of their electrochemical, mechanical and transport properties are critical to achieving a low cost, high efficiency product.
Here’s another one:
Fuel Cell Technologies For An Ammonia Economy
We propose to develop a radically new system for low-temperature hydrogen fuel cells that promises a performance that can match proton-exchange membrane fuel cells but costs less and is more robust. Our system involves two new technologies, which we ourselves have developed: alkaline polymer electrolyte fuel cells (that contain alkaline anion-exchange polymer electrolytes materials that conduct hydroxide anions, and use low to zero levels of precious metal catalysts) coupled with a new effective method of hydrogen delivery based on ammonia. Our ammonia will be sourced from a low-carbon grid-balancing project that is led by Siemens AG, funded by the TSB and based at the Rutherford Appleton Laboratory. The ability of ammonia to fulfil both the role of energy buffer and energy vector (that closely mimics fossil fuel hydrocarbons such as propane and butane) indicates its potential to play a central part in a future low-carbon economy.
https://gtr.ukri.org/projects?ref=EP%2FM014371%2F1
Great find Mucksy, thanks for sharing. Lengthy but well worth reading. It looks like that grant is only one of sixteen in which AFC is a participant. Check out the whole list: https://gtr.ukri.org/organisation/F482EF98-4219-4D9F-BD37-5643776F5429
There is a difference between a NDA and a MOU. Usually the NDA comes first and may or may not lead to an mou. If there’s a reason to proceed to an mou then they do. But an mou is not a definitive agreement so cannot be considered material. Also most parties need to be able to engage in the mou process with discretion for competitive reasons. So they often stipulate no public announcements unless both parties agree to it.
The consolidation since the recent move to 25 is a textbook flag pattern and is considered bullish, since the move prior to the pattern was up:
“Flag and pennant chart patterns are short-term continuation patterns that are formed when there is a sharp price movement followed by a sideways price movement. This pattern is then completed when another sharp price movement heads in the same direction as the move that initiated the trend. Flag and pennant chart patterns are usually short lived, lasting generally between one and three weeks.
There is little difference between a pennant and a flag. The main difference between these price movements can be seen in the middle section of the chart pattern. In a pennant, the middle section is characterized by converging trendlines, much like what is seen in a symmetrical triangle.”
A $15 billion business is emerging for zero-emission, off-grid charging stations for all electric vehicles. The below article on the topic has recently been published by IDTechEx Chairman, Dr Peter Harrop, following the release of the newly updated report, "Zero Emission Electric Vehicle Charging: Off-Grid 2020-2040". We thought that this would be of interest to you.
IDTechEx Predicts Electric Vehicle Charging Going Zero-Emission, Off-Grid
The new IDTechEx report, "Zero-Emission Electric Vehicle Charging: Off-Grid 2020-2040" examines how the electric vehicle business is finding it profitable to respond to criticism that clean vehicles should not be charged with fossil fuel electricity. The purpose of this 230 page report is to enable materials, component, vehicle and infrastructure suppliers and putative suppliers, and all others in the value chain, to understand this large emerging opportunity for off-grid zero-emission OGZE charging of electric vehicles land, water and airborne.
Off-grid, zero-emission charging is starting to take two basic forms. First is ZE microgrids that are off-grid or capable of being islanded (using the grid as backup called "fringe-of-grid") that charge vehicles - eventually $15 billion in yearly sales on IDTechEx analysis. Second is land and marine vehicles and aircraft progressing to being energy-independent pure-electric vehicles EIEV, another large emerging market. Delightfully, they help each other. For example, cars getting much of their electricity from the new solar bodywork are easier to charge using affordable solar charging stations.
Some readers need a very long-term view so IDTechEx forecasts the technologies and sales from 2020-2040. The methodology of the new research covering over 100 organisations consists mainly of ongoing global visits and interviews by our multi-lingual, PhD level analysts, use of privileged databases including presentations at our own events on the subject. IDTechEx is an independent analyst company located worldwide and with no conflicts of interest.
The executive summary and conclusions presents easily understood, new infograms and graphs revealing off-grid technology options, underlying needs and trends 2020-2040 and which types of EV are suited to OGZE and therefore the primary focus of the report. Learn the types of location matched to the best solutions. Primary conclusions are given for format, chemistry, physics, technology popularity, strategy of photovoltaic leaders, 13 new formats and power electronics 2020-2040. Learn the place of DC microgrids, existing microgrid cost breakdown and action arising. All of this is brought alive by examples of best practice and, given the large off-road opportunity in seven identified industries, the farm, construction site and mine of the future are drawn. Leading solar vehicles are compared and trends explained. Technology roadmap, OGZE charger-microgrid business and solar car business are forecasted 2020-2040.
At peaks everyone is looking up, at troughs everyone is looking down, thinking in each case that the trend must continue. But when price gets to extremes, either overbought or oversold, the odds increase for a reversal in direction. Not calling THE bottom here, just saying that as we get into oversold territory as we have, then short covering and bargain hunting can cause a reversal. We will see.
Over the past three months, the FTSE 100 index is down 30.17%, AFC is down 1.41%.
Year to date the FTSE 100 index is down 30.54%, AFC is down 22.87%.
Over a one year period the FTSE 100 index is down 27.38%. AFC is up 197.24%.